Seasonal Tax Associate - Client-Focused & Growth Ready

H&R Block

Lancaster (Lancaster County)

On-site

USD 22,000 - 33,000

Part time

14 days+
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Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. This in-person role at a local H&R Block tax office emphasizes accurate work, client service, and learning on the job.

You'll explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork.

Qualifications

  • Completed H&R Block Income Tax Course or similar.
  • Experience interacting with customers in a service environment.
  • Strong communication and ability to explain information clearly.
  • Problem-solving skills and ability to identify solutions.
  • Comfort using digital tools including AI-based tools like Copilot and ChatGPT.
  • High school diploma or equivalent.

Responsibilities

  • Meet with clients to gather information and understand their tax situation.
  • Prepare complete and accurate tax returns with training and support from experienced teammates.
  • Explain tax information clearly and provide recommendations in an understandable way.
  • Identify tax savings opportunities and recommend relevant products and services.
  • Apply problem-solving skills to analyze client information and address questions with guidance.
  • Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience
Clear communication
Problem-solving
AI tools familiarity
Questioning to understand needs
Teamwork

Education

High school diploma / GED
H&R Block Income Tax Course
Bachelor’s degree (accounting/finance)

Tools

Copilot/ChatGPT familiarity

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. This in-person role at a local H&R Block tax office emphasizes accurate work, client service, and learning on the job.

You'll explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork.

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